As the year comes to a close, you may be thinking about an array of resolutions you have for the New Year. Start 2020 on the right financial foot by making sure your retirement accounts are in order!
Has there been a birth, death, or marriage in the family that may require updating your beneficiary forms? Better yet, do you, your beneficiaries, and your full financial team have current copies of your beneficiary forms on file?
Continuing reading "IRA New Year's Resolutions" for additional items to consider.
Ready to discuss your financial goals and resolutions to plan for the New Year? Contact our office at (877) 714-2362 to schedule a time for a visit.
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For more IRA Expertise, contact us!
Walter F. Pardo, Founding Partner
An Ed Slott Master Elite IRA Advisor
22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938
Phone (877) 714-2362 | Fax 1 + (908) 325.0008